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Five Tips for Recent Name Change

Posted on April 4, 2012 by Leasa Magnuson in Individual Tax

If you changed your name after a recent marriage or divorce, the IRS reminds you to take the necessary steps to ensure the name on your tax return matches the name registered with the Social Security Administration. A mismatch between the name shown on your tax return and the SSA records can cause problems in the processing of your return and may even delay your refund.

Here are five tips from the IRS for recently married or divorced taxpayers who have a name change.

1.. When newlyweds file a tax return using their new last names, IRS computers can’t match the new name with their Social Security number.  So make sure you change your name with the Social Security Administration.

2.  When newly divorced people take back their maiden name, IRS computers can’t match the new name with their Social Security Number.  So make sure you change your name with the Social Security Administration.

3.  Adopted  children need to update their names with Social Security Administration too  If you adopted a child who doesn’t have a SSN, you can apply for an Adoption Taxpayer Identification Number – or ATIN – by filing Form W-7A, Application for Taxpayer Identification Number for Pending U.S. Adoptions with the IRS. The ATIN is a temporary number used in place of an SSN on the tax return.

Informing the Social Security Administration of a name change is easy. Simply file a Form SS-5, Application for a Social Security Card, at your local SSA office or by mail and provide a recently issued document as proof of your legal name change.  Form SS-5 is available at http://www.socialsecurity.gov/, or by calling 800-772-1213 or at your local office. Your new card will have the same number as your previous card, but will show your new name.

Name Change

One comment on “Five Tips for Recent Name Change”

  1. Loris says:
    December 27, 2012 at 10:42 am

    I have to get across my appreciation for your kind-heartedness supporting women who have the need for guidance on this important area. Your real dedication to passing the message across ended up being wonderfully productive and has without exception enabled associates just like me to get to their endeavors. Your amazing warm and helpful guide means a whole lot a person like me and still more to my office workers. Warm regards; from all of us.

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Leasa Magnuson was there when we needed her.

An unexpected audit on our returns was triggered by an unfortunate investment loss. All of the horror stories we had heard about came to the top of our minds and the adrenaline started pumping. We had never been through an IRS audit and didn’t know what to expect. We gathered all of the information requested. Leasa reviewed what we had, suggested a few more items and then we dropped off the requested supporting documents to the IRS several days prior to the audit. Promptly at 9:00 a.m. on audit day Leasa was there to support me and answer the grueling questions I was sure would come from the investigator.

Before we had a chance to take the hot seats in the investigator’s office, we were told that they had reviewed our documentation and we were given a "no change" verdict – which means everything checked out. We were free to leave.

I am confident Leasa’s council, review, and organization of our documentation and giving the IRS advanced time to review the information led to the positive outcome.

We are very lucky to have her on our team and will continue to use Leasa in the future.

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